VANGUARD WHITEHALL FDS's ticker is VYM and the CUSIP is 921946406. A total of 923 filers reported holding VANGUARD WHITEHALL FDS in Q1 2020. The put-call ratio across all filers is 0.45 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $865,780 | +57.9% | 7,300 | +61.0% | 0.01% | +75.0% |
| Q1 2024 | $548,448 | +815.2% | 4,533 | +681.6% | 0.00% | +300.0% |
| Q3 2023 | $59,926 | -30.7% | 580 | -28.8% | 0.00% | 0.0% |
| Q2 2023 | $86,447 | -81.4% | 815 | -81.5% | 0.00% | -75.0% |
| Q1 2023 | $464,200 | +436.2% | 4,400 | +450.0% | 0.00% | +300.0% |
| Q4 2022 | $86,568 | -6.9% | 800 | -18.3% | 0.00% | 0.0% |
| Q3 2022 | $93,000 | -74.9% | 979 | -73.1% | 0.00% | -66.7% |
| Q2 2022 | $370,000 | -57.0% | 3,634 | -52.6% | 0.00% | -50.0% |
| Q1 2022 | $860,000 | +0.1% | 7,664 | 0.0% | 0.01% | +20.0% |
| Q4 2021 | $859,000 | +230.4% | 7,664 | +204.6% | 0.01% | +150.0% |
| Q3 2021 | $260,000 | -1.5% | 2,516 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $264,000 | +166.7% | 2,516 | +157.0% | 0.00% | +100.0% |
| Q1 2021 | $99,000 | +10.0% | 979 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $90,000 | -81.4% | 979 | -83.7% | 0.00% | -66.7% |
| Q3 2020 | $485,000 | +400.0% | 5,996 | +387.5% | 0.00% | +200.0% |
| Q2 2020 | $97,000 | -36.2% | 1,230 | -42.6% | 0.00% | 0.0% |
| Q1 2020 | $152,000 | -86.9% | 2,143 | -82.6% | 0.00% | -85.7% |
| Q4 2019 | $1,157,000 | +121.2% | 12,345 | +109.3% | 0.01% | +133.3% |
| Q3 2019 | $523,000 | +41.0% | 5,899 | +39.0% | 0.00% | +50.0% |
| Q2 2019 | $371,000 | +101.6% | 4,245 | +98.1% | 0.00% | +100.0% |
| Q1 2019 | $184,000 | -53.7% | 2,143 | -57.8% | 0.00% | -66.7% |
| Q4 2018 | $397,000 | -10.4% | 5,084 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $443,000 | +5.2% | 5,084 | +0.4% | 0.00% | 0.0% |
| Q2 2018 | $421,000 | -44.5% | 5,064 | -44.9% | 0.00% | -25.0% |
| Q1 2018 | $758,000 | +835.8% | 9,185 | +874.0% | 0.00% | – |
| Q4 2017 | $81,000 | +6.6% | 943 | 0.0% | 0.00% | – |
| Q3 2017 | $76,000 | -80.8% | 943 | -81.4% | 0.00% | -100.0% |
| Q2 2017 | $396,000 | +442.5% | 5,064 | +437.0% | 0.00% | – |
| Q1 2017 | $73,000 | -5.2% | 943 | -18.3% | 0.00% | – |
| Q4 2015 | $77,000 | -23.0% | 1,154 | -27.7% | 0.00% | -100.0% |
| Q3 2015 | $100,000 | -67.0% | 1,596 | -64.5% | 0.00% | 0.0% |
| Q2 2015 | $303,000 | +846.9% | 4,500 | +847.4% | 0.00% | – |
| Q1 2015 | $32,000 | – | 475 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SUMITOMO LIFE INSURANCE CO | 10,184,502 | $1,071,831,324 | 47.14% |
| Operose Advisors LLC | 554,331 | $58,797,879 | 26.65% |
| Kinsale Capital Group, Inc. | 360,560 | $38,244,583 | 23.14% |
| Benchmark Wealth Management, LLC | 261,981 | $27,788,371 | 16.77% |
| Montis Financial, LLC | 218,271 | $23,152,009 | 15.26% |
| MARINO, STRAM & ASSOCIATES LLC | 496,774 | $52,696,910 | 14.92% |
| ACT WEALTH MANAGEMENT, LLC | 241,879 | $25,656,123 | 14.44% |
| Piedmont Capital Management, LLC | 172,358 | $18,282,037 | 13.87% |
| CVS HEALTH Corp | 252,032 | $26,733,034 | 13.83% |
| Highland Financial Advisors, LLC | 228,330 | $24,219 | 12.48% |